Larson Financial Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Larson Financial Group’s Portfolio SUSL Stock Details SUSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Buy	1,094 +271	+33%	+$34.6K	﹤0.01%	991
2026 Q1	$93.5K	Sell	823 -381	-32%	-$45.8K	﹤0.01%	1023
2025 Q4	$146K	Buy	1,204 +831	+223%	+$99.3K	﹤0.01%	795
2025 Q3	$43.6K	Sell	373 -101	-21%	-$11.3K	﹤0.01%	1219
2025 Q2	$51.3K	Buy	474 +208	+78%	+$20.7K	﹤0.01%	1062
2025 Q1	$25.5K	Hold	266	–	–	﹤0.01%	1275
2024 Q4	$27.4K	Hold	266	–	–	﹤0.01%	1098
2024 Q3	$27K	Sell	266 -9	-3%	-$883	﹤0.01%	1101
2024 Q2	$26.8K	Hold	275	–	–	﹤0.01%	976
2024 Q1	$25.8K	Hold	275	–	–	﹤0.01%	834
2023 Q4	$23.2K	Hold	275	–	–	﹤0.01%	818
2023 Q3	$20.8K	Hold	275	–	–	﹤0.01%	803
2023 Q2	$21.3K	Buy	275 +107	+64%	+$7.81K	﹤0.01%	724
2023 Q1	$12K	Buy	168 +88	+110%	+$6.09K	﹤0.01%	870
2022 Q4	$5.3K	Buy	+80	New	+$5.3K	﹤0.01%	1012

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Larson Financial Group's SUSL Position: Q2 2026 in Review

Larson Financial Group increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 33% in Q2 2026, buying an estimated $34.6K and bringing the position to 1,094 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Larson Financial Group first reported a position in SUSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $146K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Larson Financial Group held 1,094 shares of iShares ESG MSCI USA Leaders ETF worth $145K as of Q2 2026.
Larson Financial Group bought 271 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $34.6K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #991 holding.
Larson Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and has held it in 15 quarters since.
Larson Financial Group's iShares ESG MSCI USA Leaders ETF position peaked at $146K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.